InvestOps USA 2026
March 09 - 11, 2026
JW Marriott Grande Lakes, Orlando
Invest Ops Data Innovation Day - 28 March 2022
Buy Side Only - Open to a maximum of 60 Buy Side
ET Time Zone - Buy Side Only - Open to a maximum of 60 Buy Side
10:30 am - 11:10 am
Conference Registration: Rise & Shine Welcome Brunch
Catch up with friendly faces before the event kicks off and enjoy a freshly made breakfast sandwich, croissant and fruit, accompanied by a cup of gourmet coffee.
11:15 am - 11:20 am
Welcome Address: Lucy Bradley, Divisional Director, InvestOps
11:20 am - 11:25 am
Chair’s Opening Remarks
Michael Koegler -
Managing Principal,
Market Alpha Advisors
GAINING A DATA EDGE
11:25 am - 11:50 am
Opening Buy Side Fireside Chat: Boosting profits post pandemic: what are the 3 critical success factors for building a data-centric operating model that drives strategic decision-making?
Cinda Whitten -
CIPM, MD Global Operations,
Principal Global Investors
Adam Brohm -
Global Investment Data Management,
Vanguard
Evan Fire -
COO,
Pzena Investment Management
John Bottega -
President,
EDM Council
- How to use data to capture alpha, design operating structures and implement solutions that serve the demanding needs of the front-office
- How to renovate and reinvent your firm’s approach to data to power growth and drive profit
- How to streamline your operations to be more aligned to scale, cross-train, and balance the needs of both BAU and projects, while retaining control of your data
- How to leverage data to have a more informed view to make good platform and client service decisions, and right-size support
MASTERING DATA OUTSOURCING STRATEGIES
11:50 am - 12:30 pm
All Star Panel: Outsourcing data management infrastructures: how can you better collaborate with your third-party providers to drive innovation, reduce risk and increased efficiency?
Russell J. Newman, CIPM, MD -
Chief Operating Officer,
Rothschild & Co Asset Management US
Anthony Mirabile -
MD, Regional Head of Investment Management,
Goldman Sachs Asset Management
Marc Wright -
Head of Data Strategy,
Russell Investments
Ed Selker -
VP, Director Enterprise Data Operations,
Federated Investors
Steve Taylor -
Head of Data Management Platforms,
BNY Mellon
Jose Cortez -
VP of Buy-Side OEMS Sales,
FlexTrade
John Bottega -
President,
EDM Council
- Cybersecurity strategies: how to overcome challenges with granting third party access to client data
- How can you maintain responsibility and ownership of your datasets when outsourcing data management functions?
- How can outsourcing to a data cloud solution provider build scalability for your firm?
- How can you empower your firm to focus on generating returns, managing portfolio risk, and raising and retaining assets by outsourcing?
Reserved for 2x Sponsors
12:30 pm - 12:40 pm
Spotlight on Innovation: Doing Cloud Right – Exploring Cloud Implementation Best Practice
John Bottega -
President,
EDM Council
STANDARDIZING DATA FOR ESG INVESTING
12:40 pm - 1:00 pm
Fireside Chat: Solving the data conundrum for successful ESG investing: what are the best approaches for standardizing data?
Ambika D'Souza -
PMP, CIPM, Vice President, Performance & Analysis,
T. Rowe Price
Mike Maxwell -
Director of Operations,
Brown Advisory
Yann Bloch -
VP Product Management, Americas,
NeoXam
Michael Koegler -
Managing Principal,
Market Alpha Advisors
- What is the future of standardized reporting for climate risks and other sustainable criteria?
- How to access the right data to determine whether an investment is in line with ESG criteria?
- How to leverage ESG data for initial security selection and monitor performance over time
- How to ensure your climate data is meeting reporting standards
Reserved for 1x sponsor
1:00 pm - 1:30 pm
Buy Side Wish List Panel: Defining the buy side wish-list: where are the biggest opportunities for front to back, cross-asset data innovation?
Ruchir Verma -
Head of Global Services, Investment Management,
Zurich Insurance Group
Marc Buonomo -
Head of Investment Operations,
DWS
Michael Koegler -
Managing Principal,
Market Alpha Advisors
Hear from your buy side peers to benchmark your digital transformation strategies when deciding on your wish-list for the latest data and technology innovation.
1:30 pm - 2:25 pm
Networking Lunch
Take a break with your peers and de-brief on the opening sessions over light bites and refreshing drinks whilst evaluating hand-picked
data vendors
LEVERAGING DATA INNOVATIONS
2:25 pm - 4:25 pm
Data Innovation Roundtables: Evaluate the latest data innovations with your buy side peers to understand who is best placed to meet your front to back, cross-asset investment operations needs. Each roundtable lasts 20 minutes.
Join the roundtables to hear the latest advancements around:
- Personalization at scale
- Data management challenges: are technology solutions in line with your priorities?
- Technology-enabled business services: an operating model discussion
- Data as a Service (DaaS) and Reporting as a Service (RaaS)
- Roundtable 1: Hosted by Matthew Caulfield, Executive Vice President, Head of Client Experience, Archer
- Roundtable 2: Hosted by Andrew Sexton, Sales and Marketing Director, Curium Data Systems
- Roundtable 3: Hosted by Gabino Roche, Founder & CEO, Saphyre
- Roundtable 4: Hosted by Ann-Sophie Skjoldager Bom, Vice President, Business Development, SimCorp North America
- Roundtable 5: Hosted by Dillon Zarpentine, Head of Sales Enablement, ClearWater Analytics
- Roundtable 6: Hosted by Mark Goodey, Managing Director, Arria NLG
Each roundtable lasts 20 minutes.
4:25 pm - 4:45 pm
End of Data Innovation Day
4:45 pm - 6:15 pm
Welcome Yacht Party!
It’s time to party and you’re invited.
Climb aboard the Yacht StarShip at enjoy the highly anticipated InvestOps Yacht Party, hosted by citi.
Unwind after a packed day with your InvestOps peers over mouth-watering canapes, beer, wine and soft drinks on America’s first Three Diamond rated dining yacht!
Serving both award-winning menus and breath-taking views, join your peers at the Welcome Drinks Reception for endless networking opportunities.
Sponsored by: Citi
